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  • Exit Planning Exchange
Exit Planning Exchange
Oct
07

XPX DC Metro (Hybrid Meeting) - An Owner’s Perspective of Exit Planning

Details

Date & Time

Thu, Oct 7th, 2021 ⋅ 7:30am - 9:30am (EDT)

Location

The Tower Club, Tyson, Va (and Zoom)

Tickets

DC Metro Members (In-Person)
$35.00
DC Metro Members (Virtual)
$35.00
DC Metro Sponsors (In-Person)
$0.00
DC Metro Sponsors (Virtual)
$0.00
Non-Members (In-person)
$60.00
Non-Members (Virtual)
$60.00
Guests

Registrants

28 people attended
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
BL
GK
+23

Skip West started MAXSA Innovations out of the basement of his family home in 2003 with the mission of making products that make people’s lives safer and easier. MAXSA has since greatly expanded, and while the company is still family-owned and run by he and his wife, Beth, Skip has begun the process of planning for his Exit/Succession. He is still part-way through this journey and is willing to share an owner’s perspective on the complex process of Exit Planning. He’ll address questions such as:

  1. When did you actually decide to start planning for the transition and what prompted you to act?
  2. In what areas did you feel you really needed planning help?
  3. What did you learn along the way? What surprised you?
  4. How outside exit advisors can be most beneficial? What they did right and what they did wrong so far? 
  5. What marketing tips would you give outside advisors to win the client?

Please join us for a moderated discussion/ Q&A with Skip to get a ‘from the trenches” perspective!

Note – this meeting will be a hybrid meeting – you may attend in person or via Zoom!


Meet our Speaker:



Skip West
Owner/President
MAXSA Innovations

Skip West founded MAXSA Innovations in July of 2003. MAXSA is dedicated to bringing innovative solar and battery powered LED lighting products to market along with a variety of other products. Major Customers include: Amazon, Home Depot, HSN and QVC, Costco, AutoZone, Advance Auto and Lowe’s.

Prior to MAXSA, from 1986 to 2003, Mr. West was co-founder and President of DesignTech International a leading manufacturer of remote starters, automotive safety accessories and wireless home automation products.

Mr. West is an adjunct professor at George Mason where he has taught in both the IT and Business Schools. He has taught “Geeks to Gazillionaires: How to take an Idea and Build it into a Successful Company” and “Strategic Planning”.

Mr. West received his Bachelor of Arts from Haverford College in 1978 and his Masters in Business Administration from Stanford University in 1980. In 2016, he was named Entrepreneur of the Year by the Consumer Technology Association.


Arrival/Check in - 7:30 AM (EDT)

Program starts at 8:00 AM (EDT)

Registration Fees for In-Person & Hybrid Options:

Non-Members – $60.00
Other XPX Chapter Members – $45.00
XPX DC Members in good standing – $35.00 so join Today!

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Tributum CPA Group,LLC
BL
Beth Lambert
Consultant
GK
Gordon Kimpel
Veritas Financial
Mark McKaig of Centurion Wealth is a member of XPX DC Metro
Mark McKaig
Centurion Wealth
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
John Yun of Yun Wealth Management Group at RBC is a member of XPX DC Metro
Johnny Yun
Yun Group at RBC
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
SG
Stephanie Gumm
Horizon Advisory Group, LLC
SW
Skip West
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
Theodore Goldstock of Lerch, Early & Brewer, Chtd. is a member of XPX DC Metro
Theodore Goldstock
Lerch, Early & Brewer, Chtd.
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey Gregorio
Merrill Lynch
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Michelle Beiga of Today's HR, LLC is a member of XPX DC Metro
Michelle Beiga
Today's HR, LLC
Taylor Devine of The CDI Group is a member of XPX DC Metro
Taylor Devine
The CDI Group
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
MF
Margaret Fischer
Cortland Valuation Group, Inc.
Maura Fredericks, MA, PCC of Maura Fredericks, LLC is a member of XPX DC Metro
Maura Pcc Ma Fredericks
Maura Fredericks, LLC
Dana Sippel of Glassman Wealth Services is a member of XPX DC Metro
Dana Sippel
Glassman Wealth Services
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herbert Ezrin
PVM COMPANY, INC.t/a Potomac Business Group
Christine Johnson of N/A is a member of XPX DC Metro
Christine Johnson
N/A